Spanish inheritance law includes requirements for forced heirs and as a result, does not contemplate the option of leaving your estate to anyone you like. This is the opposite of some countries such as the UK, for example. But does this mean that you must apply the law of forced heirs in Spain to any assets you own in the country?
Last updated: March 2026
In this guide, we explain what forced heirs mean and how the Spanish law applies to residents in Spain and owners of assets there.
What is forced heirship?
Looking for the complete, Spain-wide guide to inheritance tax — rates, allowances and how each region differs? See our complete guide to inheritance tax in Spain.
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If the deceased made a will in Spain, there are two types of beneficiaries:
Understanding the Two Paths of Spanish Succession
The succession process in Spain follows one of two distinct paths, depending on whether the deceased left a valid will. It is essential to understand which applies, as the steps and documentation differ significantly.
If There Is a Spanish Will (Testate Succession)
- Obtain the death certificate (Certificado de Defuncion)
- Request the Certificate of Last Will (Certificado de Ultimas Voluntades) — this confirms whether a will was registered, NOT who the heirs are
- Obtain an authorised copy of the will from the notary who held it
- The will identifies the heirs and the distribution of assets
- All heirs sign the Acceptance and Adjudication deed before a Spanish notary
- Pay Inheritance Tax (Impuesto de Sucesiones) within 6 months
- Register the property transfer at the Land Registry
If There Is No Will (Intestate Succession)
- Obtain the death certificate
- Request the Certificate of Last Will — this will confirm that NO will was registered
- Obtain a Declaration of Intestate Heirs (Declaracion de Herederos Abintestato) — a notarial act that legally determines who the heirs are
- All declared heirs sign the Acceptance and Adjudication deed
- Pay Inheritance Tax within 6 months
- Register the property transfer at the Land Registry
Note: The applicable law may vary depending on the deceased’s nationality and habitual residence under EU Regulation 650/2012 (Brussels IV). Each case requires individual assessment.
- Those named specifically in the will, are known as herederos voluntarios in Spanish.
- Those entitled by law to inherit part of the estate, are known as herederos forzosos or herederos legítimos in Spanish.
If the law of forced heirs applies to you, you must include the herederos forzosos when you make a will. There are certain exceptions to this (e.g. the forced heir has been found guilty of violence towards you or has threatened you if you don’t include them).
Find out about inheritance law in Spain
Who are forced heirs?
- Your surviving spouse or partner
- Your children and their descendants (children take priority, followed by grandchildren and then great-grandchildren).
- If you have no surviving spouse or children, your parents and other older relatives are forced heirs.
How much of the estate are forced heirs entitled to?
It depends on whether the heirs are descendants or descendants.
Descendants
They have the right to two-thirds of the inheritance. However, one of these thirds may be left to just one of the children or descendants if you wish.
What about the remaining third?
This is known as ‘the free disposition third’ (tercio de libre disposición) and can be left to whoever you like.
Ascendants
They have the right to half the inheritance unless the deceased has a surviving spouse or partner. In this case, they receive a third of the estate.
What about the remaining half?
This can be left to anyone you like.
What about the surviving spouse or partner?
They always have the right to usufruct (beneficial use) of part of the estate regardless of whether the deceased had children, other descendants or ascendants. The exact proportion is as follows:
- Inheritance with children or descendants – the surviving spouse or partner has the right to usufruct of one-third of the estate.
- Inheritance with ascendants but no descendants – the surviving spouse or partner has the right to usufruct of half the estate.
- Inheritance with no descendants or ascendants – the surviving spouse or partner has the right to usufruct of two-thirds of the estate.
Who does the law of forced heirs apply to in Spain?
Contrary to popular expat myth, forced heirship does not apply to you automatically if you live in Spain or own assets there. It only applies in the following cases:
- You have Spanish nationality.
- You are an EU national, resident in Spain and your will specifically designates Spanish law as the one governing your inheritance.
- The inheritance law in your home country forwards the regulations governing the inheritance of your estate to Spanish law.
So, how can I avoid force heirship in Spain?
Usually, you can avoid having to designate forced heirs if you ensure that your Spanish will specifically designate the inheritance law of another country. However, much depends on your personal situation and the will(s) you choose to make.
We, therefore, recommend that you take professional legal advice on this subject to make sure that you leave your estate to the people you want to. Get in touch with our expert team for a free no-obligation consultation.
Do I need a Spanish will if I own property in Spain?
Related Inheritance & Estate Planning Guides
How EU Succession Regulation 650/2012 Affects Forced Heirship in Spain
Since August 2015, EU Regulation 650/2012 allows foreign nationals residing in Spain to choose the law of their nationality to govern their succession, rather than Spanish forced heirship rules. This is done through a professio juris — a clause in your will explicitly choosing your national law.
For example, a British national living in Marbella can elect English law, which has no forced heirship provisions, giving them complete testamentary freedom. However, this choice must be explicitly stated in a valid Spanish will — otherwise, Spanish forced heirship rules apply by default.
Key considerations in 2026:
- The choice of law must be made in the will itself — verbal declarations are insufficient
- The regulation applies to the entire estate, not just assets in Spain
- Post-Brexit, British nationals retain the right to choose English or Scottish law
- If you hold dual nationality, you may choose either nationality’s law
Practical Steps to Protect Your Estate Plan in Spain
Whether you accept or wish to avoid Spanish forced heirship, proper planning is essential:
- Make a Spanish will — Even if you have a will in your home country, a separate Spanish will covering your Spanish assets avoids costly international probate
- Include a professio juris clause if you want your national law to apply
- Review beneficiary designations on life insurance and pension plans — these may not be covered by forced heirship rules
- Consider usufructo rights — the surviving spouse’s right to use and enjoy assets without ownership can be structured to balance family needs
- Get professional advice — cross-border succession involves tax implications in both Spain and your home country
Legitima (Forced Heirship) Shares by Relationship in Spain
| Heir Category | Legitima Share | Can They Be Disinherited? | Notes |
|---|---|---|---|
| Children (descendants) | 2/3 of estate | Only for legal cause (Art. 853 CC) | Split equally among all children |
| Spouse (usufruct if children exist) | 1/3 usufruct (mejora) | Only for legal cause | Usufruct, not ownership |
| Spouse (no children, parents alive) | 1/2 usufruct of estate | Only for legal cause | Parents get 1/3 legitima |
| Spouse (no children, no parents) | 1/3 usufruct of estate | Only for legal cause | Remaining 2/3 freely disposable |
| Parents (no children) | 1/2 of estate (1/3 if spouse alive) | Only for legal cause | Ascending heirs as fallback |
| EU nationals (Brussels IV applies) | Can choose home country law | Depends on chosen law | Must be declared in will |
Disclaimer: This information is provided for general guidance purposes only and does not constitute personalised tax or legal advice. Each case must be assessed individually according to the client’s specific circumstances. It is essential to consult a qualified specialist before taking any action or making any decision.
Legal Notice: The content on this page is provided for general informational and educational purposes only. It does not constitute legal advice and should not be relied upon as such. No action should be taken based solely on this content without first seeking independent professional legal counsel. Each case requires individual assessment based on its specific circumstances. CostaLuz Lawyers accepts no liability for actions taken or not taken based on this content.
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Reviewed by María Luisa de Castro, CEO at CostaLuz Lawyers — Updated 2026
This is general information, not definitive legal advice — every case requires individual analysis.
This content has been prepared with the assistance of artificial intelligence and reviewed by María Luisa de Castro, a lawyer specialising in Real Estate Law and founder of CostaLuz Lawyers.
The information provided is general and indicative in nature. It should not be used as the sole basis for making professional, legal or investment decisions, and CostaLuz Lawyers assumes no responsibility for decisions taken solely on the basis of this content.
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